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Zachary Steinmetz

Fifth Third Securities, Inc.

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About Zachary Steinmetz

Zachary Steinmetz is a financial advisor registered with Fifth Third Securities, Inc. Zachary Steinmetz has been in the financial industry since August 11, 2013. Zachary Steinmetz has a Series 7, Series 66, and SIE licenses. Zachary Steinmetz is registered to offer investment advice in 13 states. Fifth Third Securities, Inc. has been in business since 2001. Fifth Third Securities, Inc. manages over $7 billion in assets for individuals, families, businesses, and institutions. Fifth Third Securities, Inc. provides financial planning, portfolio management, and other investment advisory services.

Firm Information

Zachary Steinmetz is currently registered with Fifth Third Securities, Inc.. Fifth Third Securities, Inc. is a corporation headquartered in Cincinnati, Ohio. Founded in 1925, the firm offers a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Fifth Third Securities, Inc. manages over $7.9 billion in assets for a diverse range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm also participates in a wrap fee program.
Fifth Third Securities, Inc.

34 FOUNTAIN SQUARE PLAZA

CINCINNATI, OH 45263

$7.98B

Assets Under Management

Not reported

Total Clients

1,080

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sponsor wrap fee program

Sponsor wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Zachary Steinmetz’s Registration & Firm History

OH

08/18/2022 - Present

Fifth Third Securities, Inc. (LIBERTY TOWNSHIP OH)

OH

07/22/2019 - 08/16/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)

OH

08/12/2013 - 07/24/2019

EDWARD JONES (WAYNESVILLE OH)

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Licenses & Designations

BOTH

Issued 10/21/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Zachary Steinmetz.
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